Priority Relationship Manager

Axis Bank; Chennai District; On-site; INR 600,000 - 900,000; Full time

Job summary

Axis Bank seeks a Relationship Manager to nurture client relationships and identify tailored investment and banking solutions for Priority customers in Chennai, India. The role focuses on asset growth, ongoing engagement, and superior customer experience.

The RM will coordinate with cross-functional teams, maintain customer profiles, and ensure compliance with KYC/SEBI guidelines while achieving monthly targets.

Qualifications

• Must be proficient in building and maintaining client relationships.
• Excellent verbal and written communication to convey complex concepts.
• Proven ability to meet and exceed sales targets with a customer-centric approach.

Responsibilities

• Provide financial solutions to Priority customers with high service standards.
• Maintain complete customer profiles including risk profiles and assets.
• Grow wallet share through proactive customer engagement and cross-selling.

Skills

Client relationship management

Communication

Sales and Negotiation Skills

Financial Acumen

Problem-Solving Abilities

Job description

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
2. Communication: Excellent verbal and communication skills for conveying complex concepts clearly
3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities

• Provide financial solutions to the Priority customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank